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Larry Wettlaufer

Canadian, Self-employed (partner in an insurance brokerage), Canadian Risk Manager designation, Professional Manager designation

Headline: Service Provider
Work status: Employed Full-Time
Website: http://www.linkedin.com/in/...
Industries: Financial
Skills: Business, English, Languages, Management, Marketing, Sales
Location: Kitchener, Ontario, CANADA
Groups: Cambridge Technology Ventures Conference 2008
Visas: Canada, however my wife is Portuguese-born and I might qualify for European Community working status
Interested in: Consulting opportunities, Employment opportunities, Meeting new people, Mentoring, Offering Expertise, Professional opportunities, Providing services to startups
Tags: financial expertise, insurance broker, networker, risk manager, willing to help others, worldwide connections
Schools: Wilfrid Laurier University

FULL BIO

35+ years of experience in Finance - Banking (including lending, operations and internal auditing), Insurance (including Life and Property/Casualty) sales.
Interested in pursuing consulting work that focuses on Risk Management, including worldwide possibilities should the right offer arise.
Skilled in Business Development and Networking - can be found on XING, LinkedIn, Plaxo, Konnects, etc.

WORK EXPERIENCE

Employer: Risk Review Inc.
Position: Associate
Time period: June 2008 - Present
Description: Contract Consulting - Lender Reviews and Risk Management

Employer: Clover Insurance Group
Position: Junior Partner
Time period: December 2006 - Present
Description: Responsible for Identifying Suitable Commercial Insurance Prospects, Marketing of Brokerage to Prospective Commercial Clients, Completion and Submission of Applications to Commercial Marketing and Personal Lines Departments, Sundry Risk Management per Requirements of Commercial Clients, Establishing Sales Goals and Budgets for Division
Ongoing Review of Commercial Insurance Clients’ Risk Management and Insurance Needs

Employer: Precept Group Inc.
Position: Sales Producer and Junior Partner
Time period: January 1998 - December 2006
Description: Account Executive Responsible for Identifying Suitable Mid-Sized Commercial Insurance Prospects, Marketing of Brokerage to Prospective Commercial Clients, Completion and Submission of Commercial Insurance Applications to Suitable Commercial Markets, Small Commercial Clientele to Independent Business Unit and Personal Lines Clients to Personal Lines Department, Sundry Risk Management per Corporate Insurance Clients’ Needs
Annual Renewal Process included Updating of Clients’ Insurance Files and Applications and Submission to Markets as Part of the Remarketing Process

Employer: Wettlaufer, Collins, Rankin Life Insurance Brokers Inc.
Position: Partner
Time period: January 1990 - December 1995
Description: Responsible for Cross-Selling of Suitable Life Insurance Products to Existing Property/Casualty Clientele

Employer: Collins, Rankin Insurance Brokers
Position: Sales Producer
Time period: January 1989 - December 1998
Description: Outside Sales Producer Responsible for Soliciting Clientele and Writing of New Personal Lines and Small to Mid-Sized Commercial Insurance

Employer: Lavender Insurance & Mortgage Services Inc.
Position: Employee
Time period: January 1988 - December 1989
Description: Licensed (Florida) Life Insurance Broker Responsible for the Sale of Life Insurance to Mortgage Brokerage Clientele Referred by Lavender/ERA Real Estate

Employer: Consumer Lending, Lake County, SunBank, National Association (Now
Position: Assistant Vice President
Time period: January 1985 - December 1988
Description: Managed Lake County Consumer Loan Department, including Establishing County’s Interest Rates, Approval of Consumer and Small Commercial Loans to a Pre-Established Lending Limit and Submission of Loans Excessive to that Limit to a more Senior-Level Officer or Lending Committee, as Necessary, Monitoring and Collection of All Delinquent Loans, Established Job Descriptions and Reviewed All Department Staff

Employer: Florida National Bank (Now Wachovia Bank, National Association)
Position: Branch Manager
Time period: January 1984 - December 1985
Description: Managed Branch Office and Satellite Office in Pinellas Park (Suburb of St. Petersburg), Including All Staff, Approval and Collection of All Branch Loans, Reported to Area Manager

Employer: Landmark Union Trust Bank, National Association (Now Bank of America)
Position: Vault Supervisor
Time period: January 1979 - December 1984
Description: Supervised Currency Shipments from Bank’s Central Vault to Other Branches and Banks, Maintained an Adequate Supply of All Currency and Coin, Ensured Any Excessive Surplus Money was Maintained to a Minimum for Federal Reserve and Income-Producing Purposes, Reviewed Department Staff’s Performances Annually and More Often, as Necessary

Employer: National Bank of St. Petersburg (Now Wachovia Bank, National Association)
Position: Commercial Teller
Time period: January 1977 - December 1979
Description: Accepted Bank’s Commercial Deposits, Prepared Coin Orders for Bank’s Large Commercial Depositors and Balanced Till’s Cash, Daily

Employer: Royal Bank of Canada
Position: Branch Administration Officer (Accountant)
Time period: January 1972 - December 1977
Description: Supervised Bank Branch Operations, Including Internal Auditing, Preparation of Job Descriptions and Review of Staff, Signing of Bank Drafts, Progressively Promoted from Training Position in Kitchener to St. Catharines, Niagara-on-the-Lake and Corunna

EDUCATION

University: Wilfrid Laurier University
Time period: 2003
Degree: Canadian Risk Manager (CRM) Certificate

INFORMATION

Hobbies: Reading, Community Service, Entertaining, Family, Politics, Chess, Travel, Golf, Puzzles
Memberships: Member – Canadian Institute of Management – 2007-Present
Member, Director & Fellow – Guild of Industrial, Commercial & Institutional Accountants –
2003-Present
Member – Kinsmen Club of St. Catharines, Ontario – 1974-1976
Member – Golden Triangle Kiwanis Club (Eustis, Florida) – 1986-1989
Bank Representative – American Institute of Banking – 1981-1984
Coach – St. Catharines Minor Football Association – 1974-1975
Advisor– C.Y.O. (Church Youth Group), including Coaching Softball and Basketball – 1970-1973
Member, Director (2005) – German-Canadian Business & Professional Association of Toronto – 2004- 2006 and Member – German-Canadian Business & Professional Association of Kitchener-Waterloo – 2003-Present
Member – Kitchener Concordia Club – 2007-Present
Member – Kitchener Schwaben Club – 2005-Present
Member – Insurance Brokers Association of Ontario – 1989-Present
Member – Registered Insurance Brokers of Ontario – 1989-Present
Director – German Canadian Education Fund (Waterloo Region), a Registered Charity for Tax Purposes - 2004-2005
Canvasser, Captain – Kidney Foundation of Canada – 1997-Present
Member – Confederation Club – 2005-Present
Member, Director, Charter President – Optimist Club of WaterlooWestvale, Optimist Club of Kitchener Victoria Hills, K-W Optimist Club & Breakfast Optimist Club of St. Petersburg, Florida – 1980-2004
Director – Political Party Riding Association – 1995-2004
Volunteer Coordinator & Campaign Worker for several Election Campaigns – 1970 to Present
Director, Treasurer—R.O.O.F. (Reaching Our Outdoor Friends, Inc.), an organization offering life-skills training to homeless youth – 1992-1995
Mentor – Corporate Release Time Tutoring Program – 1976-1977
Member – Chamber of Commerce – 1985-1989
Member – K-W Homebuilders Association – 1990-1991
Licensed Foster Parent – State of Florida – 1980-1983
Member, Charter President – Local BNI (Business Network International) Chapter & The Networking Group – 1993-2000
Volunteer Instructor – Junior Achievement (Project Business) – 1986-1988

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